At Wellness Financel Pro, we believe that financial clarity is the foundation of a successful business. Our expertise spans multiple industries, providing tailored accounting and bookkeeping solutions that remove the guesswork and give business owners peace of mind.
When my wife started her own counseling practice five years ago, we were both surprised by how overwhelming the business side was—keeping up with taxes, managing income, running payroll, and trying to make sense of the numbers. Even with my background in finance and bookkeeping, it was a challenge.
At the time, I was serving as CFO for a private real estate investment company and had previously worked as a bookkeeper for property management teams. I’d spent years managing the financial side of businesses, and still, that experience opened my eyes to how little support therapists and counselors receive when it comes to running a business.
Since then, we’ve made it our mission to help therapists and counselors become confident business owners. With reliable financial systems in place—bookkeeping, taxes, payroll, and practice support—they can finally grow without the guesswork and focus on what they do best: helping others.
We help therapists, counselors, and wellness business owners manage their finances, stay compliant, and scale with clarity.
Our clients are therapists, counselors, coaches, and wellness professionals who need financial clarity and compliance — without spending hours in QuickBooks or chasing down insurance payments.
We know your tools (SimplePractice, IvyPay, Stripe), we understand the admin demands of running a practice, and we build systems to support your success — not add more stress to your plate.
We specialize in bookkeeping and accounting for wellness professionals and small businesses, ensuring you get expert-level financial solutions tailored to your needs.
Say goodbye to financial headaches! We handle bookkeeping, payroll, and taxes so you can focus on running your business with confidence.
